Docs
Operating guides for the bid desk.
Plain-English how-tos for the workflows we've seen actual estimators run. No PDF gates, no mailing-list signup — bookmark and search.
Getting started
Getting started docs.
Getting started in 30 minutes
Account setup, first project, first bid run. By the end you've reviewed a real takeoff line and shipped a branded proposal.
Uploading plans
Drag-drop, batch upload, and supported formats. Vector PDFs vs scans — when each pipeline takes over.
Inviting your team
Owner / Admin / Estimator / Accounting / Field roles, what each role sees, MFA enrollment.
Workflow
Workflow docs.
Plan-to-bid playbook
End-to-end walkthrough of a 1,000-sheet plan set running through the 9-step pipeline.
Addendum delta
When the plan set revises mid-bid: how the system diffs, surfaces cost impact, and re-runs sub coverage.
Proposal editor
Editable section blocks, brand palette, live preview, PDF export. Templates for cover letter and exclusions.
Accuracy
Accuracy docs.
Reading the evidence graph
Forward + reverse links between takeoff lines, sheets, spec paragraphs, and equipment manuals.
Review queue
Confidence gates, bulk-confirm thresholds, edit-then-confirm workflow, audit trail.
Symbol library + active learning
Promote detections to ground truth, train the recognizer per-org, manage trade-specific definitions.
Integrations
Integrations docs.
QuickBooks integration
Estimates push as items, invoices and payments sync back, cost-code mapping per project.
Procore integration
Sub-directory pulled in for sub-coverage; bid packages push out as documents.
Public REST API + webhooks
OAuth, projects, takeoffs, evidence-link endpoints, pipeline-step webhooks.